Here's what would be included as a part of your typical day Business Development: Develops and executes long term and weekly sales plans to consolidate and retain existing business and attract new business; proactively solicits new bus[...]
As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest ass[...]
Direct customers to the correct department or personnel, notify the appropriate Product/Service Advisor that a customer is waiting, or introduce the customers to advisor. Answer basic customer inquiries and refer more extensive inquiri[...]
